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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,010 | $51,638-82.6% | $68,368-86.8% | $82,448-89.1% |
| Participation rate | 38.6% | 63.6%-25.0pp | 73.8%-35.1pp | 68.1%-29.4pp |
| Annual return | 7.21% | 37.53%-30.3pp | 292.57%-285.4pp | 41.64%-34.4pp |
| Employer contribution / active EE | $1,371 | $2,047-33.0% | $2,649-48.2% | $2,551-46.3% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $13 | $4,643-99.7% | $5,150-99.7% | $7,234-99.8% |